Financial Educational Systems

Financial Educational Systems

Welcome to our Web site, where you will find a wealth of information in the form of newsletter articles, calculators, and research reports. 

We hope your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your financial situation. 

Financial Educational Systems created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement,, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals. 

We are here to help educate you about the basic concepts of financial planning, to help you learn more about who we are, and to give you fast, easy access to market performance and data. 

We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of  "favorites" in your Internet browser. We frequently update our information and we would not want you to miss any developments in the area of personal finance.
 

Securities offered through Coastal Equities Inc.

1201 N. Orange Street Suite 729
Wilmington, DE 19801
513-619-1100

Member  FINRA/SIPC

http://www.finra.org/index.htm


 

 

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

More Calculators →

HOT TOPIC: Jobs Are Back, But Is It Too Soon to Celebrate?

Understanding the current jobs situation and how it may affect the economy in the coming months.

Mutual Funds and ETFs

In spite of their similarities, there are some key differences between ETFs and mutual funds.

Are Your Beneficiaries Up-to-Date?

Now may be a good time to make sure that the beneficiaries in your will, insurance policies, and retirement accounts are current.

HOT TOPIC: Is a Strong Dollar Good for the U.S. Economy?

Understanding the rising U.S. dollar and its potential effect on the economy, consumers, and investors.

More Newsletters →